PPrivate Fund Data
CompaniesFundsPeopleRankingsScreener

McAdam LLC

● SEC registered since 2014CRD 170914SEC# 801-79583Radnor, PA
Export (members)
Reg. AUM
$2.68B
Employees
174
Accounts
10,513
Location
Radnor, PA

McAdam LLC assets under management

McAdam LLC operates as an SEC-registered investment adviser based in Radnor, PA. The firm has been registered since 2014. It reports $2.7 billion in regulatory assets under management and employs 174 people.

McAdam LLC owners & executives

2 reported
NameTitleOwnershipSince
Edward Thomas O'Brien ControlChief Compliance OfficerUnder 5%2019
Michael Joseph McAdam ControlManaging MemberOver 75%2014

Frequently asked questions

How much does McAdam LLC manage?

McAdam LLC reports $2.7 billion in regulatory assets under management on its Form ADV.

How many employees does McAdam LLC have?

McAdam LLC reports 174 employees.

Where is McAdam LLC located?

McAdam LLC is based in Radnor, PA and has been SEC-registered since 2014.

Does McAdam LLC disclose fund performance?

McAdam LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address150 N. Radnor Chester Road, Suite F-200, Radnor, PA 19087
Phone(888) 614-5323
Fax(215) 399-9351
Office hours9:00 a.m. - 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
CIK1695490
Discloses disciplinary historyYes

Regulatory AUM

$2.68B▲ 54%
Jan '25 — $1.74BFeb '25 — $1.74BMar '25 — $2.29BApr '25 — $2.29BMay '25 — $2.29BJun '25 — $2.29BJul '25 — $2.29BAug '25 — $2.29BSep '25 — $2.29BOct '25 — $2.29BNov '25 — $2.29BDec '25 — $2.29BJan '26 — $2.29BFeb '26 — $2.29BMar '26 — $2.68BApr '26 — $2.68BMay '26 — $2.68BJun '26 — $2.68B
Jan '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 19%
Larger than 81% of 16,271 advisers
EmployeesTop 4%
More than 96% of 16,825 advisers

Assets under management

$2.68Bregulatory AUM
Discretionary $2.66BNon-discretionary $14.6M